Senior Investment Advisor@ CG Wealth Management Canada
Vancouver, British Columbia, Canada
Greg Goernert
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Simon Fraser University
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FlashIntel GPTGreg Goernert is a Senior Investment Advisor at Canaccord Genuity Wealth Management with 23.9 years of experience. He specializes in investment strategies, stockbroking, wealth management, retirement planning, and investment advisory. Based in Vancouver, Canada, Greg obtained a Bachelor of Arts degree with a major in Economics from Simon Fraser University. With a focus on providing expert advice in options, he has held management and advisory rolls in the investment industry for 20 years. Greg understands the unique situation and guides clients through a well-defined process to achieve their financial goals.
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About
Greg Goernert is a Senior Investment Advisor at Canaccord Genuity Wealth Management. Greg obtained a Bachelor of Arts degree with a major in Economics from Simon Fraser University in 1995. From there he completed his CSC with honours and is licensed to advise in options. In his 20 years in the investment industry Greg has held both management and advisory rolls. As an Investment Advisor, Greg understands that every client's situation is unique and therefore guides his clients through a well-defined process to articulate and achieve their financial goals.
...See MoreWork Experience
Senior Investment Advisor
Vice President | Senior Investment Advisor | PCFSI
Vice President | Senior Investment Advisor
Senior Investment Advisor
Investment Advisor
Investment Advisor
Assistant Branch Manager
Investment Advisor
Financial Services
Greg Goernert's Professional Milestones
- Investment Advisor (2001-08-01~2004-03-01): Analyzing investment strategies to diversify clients' portfolios and drive financial wealth.
- Investment Advisor (2001-08-01~2004-03-01): Guided clients in achieving their investment portfolio goals through personalized financial advice and personalized investment strategies.
Education
Economics,
Bachelors,
Bachelor Of Arts
1991-1995Skill
Investment Strategies
Stockbroking
Wealth Management
Retirement Planning
Investment Advisory
Private Placements
Investor Relations
Equities
Investments
Trading
Financial Services
Private Equity
Financial Advisory
Etfs
Mutual Funds
Portfolio Management
Capital Markets
Securities
Options
Finance
Corporate Finance
Financial Planning
Mergers And Acquisitions
Management
Financial Modeling
Asset Management
Financial Analysis
Alternative Investments
Venture Capital
Certification
Colleagues
Jamie Switzer
Vice President Investment Advisor
Neil R. McIver
Senior Vice President | Portfolio Manager
Tom Cox
senior investment advisor at cgwm | president of cgwm usa inc
rick Langer
vice president sr investment advisor at canaccord genuity wealth management canada
Michael LeBlanc
Senior Vice President | Portfolio Manager | Senior Family Wealth Advisor
Other Named Greg Goernert
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Greg Goernert works for CG Wealth Management Canada
Greg Goernert's role in CG Wealth Management Canada is Senior Investment Advisor
Greg Goernert works in the industry of Financial Services
Greg Goernert's colleagues are Jamie Switzer,Neil R. McIver,Tom Cox
Greg Goernert's latest job experience is Senior Investment Advisor at CG Wealth Management Canada
Greg Goernert's latest education in Simon Fraser University
